Pharmerica Corporation 401K Retirement Savings Plan
Performance
HelpPortfolio Return | -5.20% | -5.06% | -67.93% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$35,316 (-35.32%) | -$70,262 (-70.26%) | -$172,686 (-172.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 29% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 13% | 19% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 10% | 7% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 7% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Fidelity Total Market Index | FSKAX | 13% | 36% | 91% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 12% | 9% | - |
Fidelity Global ex U.S. Index | FSGGX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |